- Knowledge Center
- DealMaker Engage
- Transfer Agent Actions
How can I add Members to my DealMaker Engage portal?
On the Members section, click Add Members to add your new Members by name and email, bulk upload with a .csv template. Or, set up a magic link so your Members can add themselves
The Add Members button in the Members section lets you individually invite Members by email, or bulk upload members by filling out our .csv template
You can also invite Members to add themselves by inviting creating a magic link, then sharing that link with whoever you like.